Application deadline is 5 days after the date the role was posted. Thank you for your interest in Bellco Credit Union! We’re a local not-for-profit organization that has been giving back to our members, the communi…
Skills: Branch operations, Staff training, Coaching, Sales, Customer service
Application deadline is 5 days after the date the role was posted. Thank you for your interest in Bellco Credit Union! We’re a local not-for-profit organization that has been giving back to our members, the communi…
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Grainger
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Full-time, Part-time
high school
Medical, Dental, Vision, 401(k) with company match, Supplemental life insurance, Paid vacation
Posted 1d ago
~40 hrs/week
Responsibilities
The Branch Lead supports the Branch Manager in overseeing daily branch operations, ensuring audit compliance, and maintaining service standards. They are responsible for training staff, managing member issues, and driving branch sales and service goals.
Requirements
The ideal candidate should have at least two years of teller or operations experience and one year of sales or customer service experience. A high school diploma or equivalent is preferred, along with strong operational and communication skills.
Full job description
Application deadline is 5 days after the date the role was posted.
Thank you for your interest in Bellco Credit Union! We’re a local not-for-profit organization that has been giving back to our members, the communities we serve, and of course, our employees since 1936. Offering one of the best employee benefits packages around, Bellco is a leader in fostering, developing, and engaging staff to become expert financial-service ambassadors. You’re a part of something more at Bellco—a place you can be proud of.
Function Description: The branch lead supports the Branch Manager with operational procedures and assists with operational duties, including audits. Supports branch sales and service goals by training and developing branch staff. Provides on the spot coaching to staff relevant to member referrals, sales and operational integrity. Resolves escalated issues and keeps the Branch Manager informed. Assumes managerial duties in the absence of the Branch Manager.
Reports to: Branch Manager
Supervisory or Managerial Responsibility: None
Contacts: Credit Union members, merchants, vendors, other financial institutions, miscellaneous Bellco departments and employees.
Minimum Qualifications
Education:
High school graduate or equivalent work experience is preferred
Work Experience:
Prefer two plus years teller / operations experience.
One year sales and customer service, preferably in financial services
Special Training, Certification or Licensure
None
Work Environment and Conditions:
To meet the financial service needs of our members, position may necessitate changes in hours or location.
Essential Responsibilities:
Demonstrates Bellco’s Act Nice Behaviors and Core Values in all interactions with members, prospective members, and personnel in other Bellco departments.
Effectively oversees operations of the branch, including accountability for audit scores. Ensures compliance with Operational Procedure Manuals. Ensures monthly branch audits are completed accurately and in a timely manner. Produces daily, weekly and monthly audit reports.
Makes decisions around teller out of balances, emergency cash box release, and provides after hours support to managers within the branch network to troubleshoot balancing issues.
Serves as a back-up to the Branch Manager including but not limited to: morning huddles, setting daily individual and branch production goals, participating in morning sales calls, actively supporting and engaging branch personnel, and supporting staff in reaching goals.
Handles member issues/complaints and provides solutions.
Routinely handles digital (phone and virtual) appointments, including the allocation of digital appointments to employees to ensure appointments start on time.
Identifies areas of opportunity to increase branch efficiency. Conducts ongoing analysis of branch activities, workflow and operations with a specific strategy devised towards meeting corporate goals.
Regulates areas of compliance risk to the credit union including but not limited to, MIP errors, SARs, CTRs and identifies discrepancies with BSA policies.
Monitors cash flow and volume in the branch to meet member needs and mitigates liquidity risk while staying within predetermined cash limits.
Makes new account opening decisions beyond the authority of the frontline staff by reading and interpreting CBRs and/or IDV results determining potential risk for monetary loss and fraudulent activity.
Maintains knowledge and conducts training of opening and closing procedures to maintain a secure and safe working environment.
Inspects frontline transactions to ensure accuracy and proper holds are being placed to mitigate fraud and potential loss.
Maintains thorough knowledge of lending process, Security and Fraud procedures, and functions of all automated equipment. Serves as a branch-wide source of knowledge on credit union operating procedures to provide necessary support to branch staff.
Tracks and reports sales and operational productivity.
Performs other related duties as assigned by management.
Skills: Loan experience preferred, Strong operational skills, Willingness and ability to sell products and services, coach others to do so, Clear communication, both verbal and written, Ability to work independently without supervision, can accurately and efficiently enter data and update, member financial records via computer terminal, Ability to accurately maintain a teller drawer, Knowledge of computer programs ex. Excel and Word.
Core Responsibilities:
Be available to work as scheduled and report to work on time.
Be willing to accept supervision and work well with others.
Comply with all organizational policies, the Employee Handbook, Code of Conduct, and required annual training.
Fosters an inclusive workplace where diversity and individual differences are valued and leveraged to achieve the vision and mission of the organization.
Adheres to safe working practices and always follows all organizational safety policies and procedures.
Demonstrates compliance with all state, federal and all other regulatory agency requirements.
Ensure strict confidentiality of all records and PII.
Core Values:
BE ETHICAL AND DEMONSTRATE INTEGRITY: Treat others with respect, dignity and” tough love.” It’s about character and influence, not about a title. Be honest and direct. Challenge ourselves and each other to reach our full potential.
BE ACCOUNTABLE: Lead by example. You are the reflection of how you show up. Set realistic expectations. Make good business decisions. Meet commitments. Learn from mistakes.
EMBRACE CHANGE: Develop the individual, improve the team, grow the institution.Encourage and reward creative solutions. Ask impactful organizational questions. Identify the problem to be solved and the desired outcome.Engage others. Believe in what’s possible.
APPRECIATE THE MEMBER: Achieve and retain trusted, valued relationships with members.Listen and identify needs.Prioritize the member experience. Maintain a high level of member satisfaction. Serve the member with pride.
ACHIEVE SUCCESS TOGETHER: Strive for Flawless Execution. Not for the sake of numbers, but for a sense of pride in a job well done. Success favors the prepared. Consistently plan, coach and grow to master our roles. Celebrate our success.
Act Nice Behaviors:
Accept mutual accountability when things go wrong
Acknowledge others’ efforts and thank them
Avoid jumping to conclusions
Be honest, direct, and civil with no hidden agendas
Communicate with others face to face whenever possible
Empathize with others by putting yourself in their shoes
Establish and build relationships into trusted partnerships
Forget the past and avoid holding grudges
Hear individuals out by actively listening to them
Protect and build up each other’s self-esteem
Recognize and reinforce others’ positive actions
Respect each other’s priorities and personal space
Bellco Credit Union provides a comprehensive benefits package to all regular, full time and part time employees, including: Medical, Dental, Vision, 401 (k) with company match, Supplemental Life Insurance, Paid Vacation, Paid Sick Days, and Paid Holidays.
In addition to base compensation, Bellco Credit Union offers bonuses for the following roles: Non-exempt branch roles may earn monthly bonuses for meeting production goals and quarterly bonuses for meeting team goals. Exempt branch roles may earn quarterly bonuses for production and team goals. Exempt non-branch management roles may be eligible for an annual managerial bonus. Non-branch non-management roles may be eligible for on-the-spot bonuses for extraordinary performance.
At Bellco Credit Union, our goal is to provide friendly service, great rates, fewer fees, and a focus on you! Bellco members experience both the member-focused approach of a local credit union along with the enhanced financial security of working with one of the largest credit unions in the State of Colorado. At Bellco, we strive to make a positive impact in our communities through helping members achieve greater financial empowerment and a better quality of life. As such, we are committed to always act with impartiality, fairness, and equity. To learn more visit, Bellco.org.
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA www.finra.org /SIPC www.sipc.org) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Bellco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Investment representatives at Bellco Credit Union are licensed to transact securities business in Colorado. For more information concerning CFS or its representative(s) associated with this site, please review FINRA Broker Check by accessing the following link and typing in the firm / representative information in the search field. http://brokercheck.finra.org/Search/Search.aspx
Offices: 7600 E. Orchard Road, Suite 400N, Greenwood Village, CO 80111, US
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How many Sales jobs are open in Fort Collins, CO right now?
There are currently 226 open sales positions in Fort Collins, CO listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Sales roles in Fort Collins, CO?
Companies currently hiring include Premier Roofing Company, Lowe's Companies, Inc., Northwestern Mutual, Office Depot, HP, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Sales jobs in Fort Collins, CO?
Yes — 50 of the 226 open sales positions offer remote or hybrid work (25 remote, 25 hybrid).
How do I apply for Sales jobs in Fort Collins, CO?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.